Transfers

It is possible to transfer your pension fund to another plan.

Safeguarded benefits

The Pension Schemes Act 2015 introduced the concept of safeguarded benefits from 6 April 2015. It also placed a requirement on some individuals to take financial advice before they can give up safeguarded benefits. We take a look at what safeguarded benefits are and when an individual needs to take advice to give them up.  

Tax-free cash protection

Protecting tax-free cash on transfer is, and always has been, one of the most popular queries we receive. More specifically, what happens if an individual who is entitled to tax-free cash of more than 25% is transferring to another plan?

In specie transfers

In specie transfers involve a transfer of assets between two pension schemes, and usually involve shares, property and/or funds.

Overseas transfers

What are the rules regarding transfers to overseas pension schemes?

Last updated: 22 Jun 2017

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